Getting Started

Introduction
The Connectwise Integration for Xero is a tool developed by Innovent Business Solutions designed for companies using Connectwise as their transactional syst...
Mon, 14 Sep, 2015 at 1:07 PM
System Requirements
The Connectwise Integration for Xero has the following system requirements: Internet Connection with access to apps.innoventsoftware.com.au A Web br...
Wed, 11 Jun, 2014 at 3:35 PM
Supported Connectwise Editions
This tool supports the Connectwise PSA on demand version, meaning the one that is hosted by Connectwise on their public server. It will also support...
Fri, 13 Jun, 2014 at 1:55 PM
Registration to use the Connectwise Integration for Xero
Please contact us to inquire about the product and to apply for a free trial by email on sales@innoventsoftware.com.au or on 1300 781 681. From outside Aust...
Wed, 11 Jun, 2014 at 8:59 AM
Logging into the Integration Portal
Once your User Account is activated by Innovent Business Solutions you will be able to log into the Integration Portal. By logging into this por...
Mon, 1 Sep, 2014 at 1:21 PM
Preparing Connectwise PSA before using the integration tool
The following settings must be configured in ConnectWise PSA.  Accounting Package This is a one off setting to prepare Connectwise to s...
Thu, 9 Jul, 2015 at 11:17 PM
Preparing Xero before using the integration tool
Prepare your Revenue and Expense Accounts The integration process will require that you create all the income accounts you will need for exported invoice...
Wed, 17 Jul, 2013 at 4:40 PM
Link the integration to ConnectWise
This section explains how to link your integration tool to your ConnectWise PSA database. To do this go to the following menu: Settings > Connec...
Sat, 31 Aug, 2013 at 2:49 PM
Link the integration to Xero
This section explains how to link the integration tool with your Xero. Use the following screen to enter you Xero credentials: This sc...
Tue, 20 Aug, 2013 at 12:55 PM
Export settings
This section explains how documents are exported into Xero. To access this screen open the following menu: Settings > Export Settings. ...
Mon, 3 Apr, 2017 at 1:37 PM